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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,345 | $138,114-43.3% | $125,391-37.5% | $134,545-41.8% |
| Participation rate | 14.3% | 84.5%-70.2pp | 82.4%-68.1pp | 81.2%-66.9pp |
| Annual return | -20.62% | 750.88%-771.5pp | 572.41%-593.0pp | 418.37%-439.0pp |
| Employer contribution / active EE | $328 | $5,246-93.7% | $4,816-93.2% | $4,742-93.1% |
| Participant deferral / active EE | $530 | $7,801-93.2% | $7,448-92.9% | $6,401-91.7% |
| Admin fee / account holder | $15 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |